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Baer Investment Advisory’s Microsoft MSFT Stock Holding History

Baer Investment Advisory’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.31M Sell
379
-7
-2% -$2.93K 2.3% 20
2025
Q4 		$3.97M Buy
386
+12
+3% +$6.01K 3.78% 9
2025
Q3 		$4.76M Buy
+374
New +$191K 4.08% 7
2025
Q2 		– Hold
0
– – – 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baer Investment Advisory's MSFT Position: Q1 2026 in Review

Baer Investment Advisory reduced its Microsoft (MSFT) stake by 7.2% in Q1 2026, selling an estimated $119K and leaving 3,646 shares worth $1.35M. The position accounts for 1.35% of the portfolio, ranked #26.

Baer Investment Advisory first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.47M in Q4 2024. 6,196 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Baer Investment Advisory held 3,646 shares of Microsoft worth $1.35M as of Q1 2026.
  • Baer Investment Advisory sold 284 Microsoft shares in Q1 2026, an estimated $119K.
  • Microsoft made up 1.35% of Baer Investment Advisory's portfolio in Q1 2026, its #26 holding.
  • Baer Investment Advisory first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's Microsoft position peaked at $4.47M in Q4 2024.
  • 6,196 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.